Migration Process

A proven 6-step methodology for migrating from IBM Cognos to Microsoft Power BI Platform. Each phase includes AI assistance, clear deliverables, and measurable outcomes.

End-to-End Migration Excellence

Inventory → Mapping → Model Design → DAX → Paginated Layouts → Testing → Governance

1

Analysis

1-2 weeks

Objectives

  • Complete Cognos platform assessment
  • Document report inventory and usage patterns
  • Map data sources and lineage
  • Identify security and governance requirements

Deliverables

  • Inventory workbook with all reports cataloged
  • Data source mapping and lineage documentation
  • Security settings analysis (RLS mappings)
  • Usage analytics and prioritization matrix

AI Assists

  • Automated report discovery and cataloging
  • Data lineage analysis and visualization
  • Usage pattern identification
2

Plan

1 week

Objectives

  • Define migration scope and priorities
  • Create detailed project roadmap
  • Establish budget and resource requirements
  • Develop risk register and mitigation strategies

Deliverables

  • Migration roadmap with milestones
  • Resource allocation plan
  • Risk register with mitigation strategies
  • Success criteria and KPIs

AI Assists

  • Effort estimation based on complexity analysis
  • Risk identification and assessment
  • Timeline optimization
3

Design

2-3 weeks

Objectives

  • Blueprint Power BI architecture
  • Design data model and governance framework
  • Plan report layouts and UI patterns
  • Define parameter and security strategies

Deliverables

  • Power BI workspace architecture
  • Data model design and DAX documentation
  • Report layout specifications
  • Security and governance framework

AI Assists

  • Optimal data model design recommendations
  • DAX formula generation and optimization
  • Layout pattern suggestions
4

Development

4-8 weeks

Objectives

  • Build Power BI environments and workspaces
  • Develop datasets and data models
  • Create interactive and paginated reports
  • Implement parameters and user interface

Deliverables

  • Configured Power BI workspaces
  • Production-ready datasets
  • Interactive and paginated reports
  • User documentation and training materials

AI Assists

  • Automated DAX code generation
  • Report layout automation
  • Performance optimization suggestions
5

Testing

2-3 weeks

Objectives

  • Validate data accuracy and report parity
  • Conduct user acceptance testing (UAT)
  • Perform security and performance testing
  • Execute end-to-end integration testing

Deliverables

  • Test execution reports
  • UAT sign-off documentation
  • Performance benchmarks
  • Security validation certificates

AI Assists

  • Automated data validation and comparison
  • Performance bottleneck identification
  • Test case generation
6

Maintenance

Ongoing

Objectives

  • Provide comprehensive documentation
  • Deliver knowledge transfer sessions
  • Establish support SLAs
  • Enable continuous improvement processes

Deliverables

  • Complete technical documentation
  • User training and knowledge transfer
  • Support runbooks and procedures
  • Continuous improvement plan

AI Assists

  • Documentation generation and maintenance
  • Automated monitoring and alerting
  • Performance optimization recommendations

Our Proven Results

1:1
Logic Replication
FM model parity maintained
100%
Pixel-Perfect
Paginated report outputs
Zero
User Disruption
Seamless cutover process
24/7
Automated Monitoring
AI-powered regression checks

Ready to Start Your Migration?

Get a detailed assessment of your Cognos environment and a customized migration roadmap.

Request Migration Assessment